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4,501 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,160 increasing their positions, 1,826 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $37.5B | Put options by funds: $21B

62% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 90

18% more repeat investments, than reductions

Existing positions increased: 2,160 | Existing positions reduced: 1,826

1.29% more ownership

Funds ownership: 69.82%71.11% (+1.3%)

0% less funds holding

Funds holding: 4,5084,501 (-7)

1% less funds holding in top 10

Funds holding in top 10: 2,4262,397 (-29)

8% less capital invested

Capital invested by funds: $1.34T → $1.23T (-$103B)

Holders
4,501
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.52%
Holding in Top 10
2,397
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-1.2%
% of All Funds
41.28%
New
146
Increased
2,160
Reduced
1,826
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
3476
Objective Capital Management
Ohio
$1.67M +$9.77K +37 +0.5%
ACM
3477
Advance Capital Management
Michigan
$1.67M +$58.4K +221 +3%
TFA
3478
Triad Financial Advisors
North Carolina
$1.67M +$4.22K +16 +0.2%
SEP
3479
Southland Equity Partners
Missouri
$1.66M +$32.5K +123 +2%
CGH
3480
CMG Global Holdings
Texas
$1.66M +$252K +956 +15%
SAG
3481
Spotlight Asset Group
Illinois
$1.66M +$1.81M +6,856 New
HC
3482
Hamilton Capital
Ohio
$1.66M -$167K -634 -8%
TWM
3483
Triton Wealth Management
Arizona
$1.65M +$119K +452 +7%
SIC
3484
SJS Investment Consulting
Ohio
$1.65M +$1.87M +7,094 New
CFA
3485
Compass Financial Advisors
Indiana
$1.65M -$23.5K -89 -1%
TCM
3486
TD Capital Management
Tennessee
$1.65M +$528 +2 +0%
WFM
3487
Wolff Financial Management
Michigan
$1.65M +$75.3K +285 +4%
SCP
3488
Silverleafe Capital Partners
Tennessee
$1.65M +$497K +1,881 +36%
DA
3489
Doliver Advisors
Texas
$1.64M +$534K +2,022 +40%
NWA
3490
New World Advisors
Massachusetts
$1.64M +$183K +692 +11%
VCWA
3491
Vanguard Capital Wealth Advisors
Colorado
$1.63M -$188K -712 -9%
B
3492
Bridgeworth
Alabama
$1.63M +$131K +498 +8%
JBA
3493
Johnson Bixby & Associates
Washington
$1.63M +$68.4K +259 +4%
NA
3494
Nottingham Advisors
New York
$1.63M -$12.7K -48 -0.7%
ST
3495
Sentinel Trust
Texas
$1.62M -$596K -2,257 -24%
EMFAT
3496
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.62M +$29.8K +113 +2%
ECA
3497
Elevated Capital Advisors
Utah
$1.62M +$1.83M +6,944 New
MPW
3498
MGO Private Wealth
California
$1.62M +$1.83M +6,939 New
ACM
3499
AlphaCrest Capital Management
New York
$1.61M -$5.25M -19,865 -74%
BEW
3500
Burton Enright Welch
California
$1.61M +$57.6K +218 +3%

MSFT Hedge Fund Activity: Q3 2022 in Review

4,501 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2022, worth a combined $1.23T — down 7.7% from $1.34T a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new MSFT positions and 90 closed out — a net gain of 56 holders — while 2,160 added to existing stakes and 1,826 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $10.1B. The largest seller was T. Rowe Price Associates, cutting an estimated $6.47B.

  • 4,501 institutional investors held Microsoft (MSFT) as of Q3 2022, down from 4,508 in Q2 2022.
  • Funds reported $1.23T of Microsoft stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 146 funds opened new Microsoft positions in Q3 2022 and 90 closed out, a net change of +56 holders.
  • The largest Microsoft buyer in Q3 2022 was Gates Foundation Trust, an estimated $10.1B added.
  • The largest Microsoft seller in Q3 2022 was T. Rowe Price Associates, an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2022.